We are live on ! Find out more
USB icon

US Bancorp

1,567 hedge funds and large institutions have $40.3B invested in US Bancorp in 2023 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 631 increasing their positions, 608 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $416M | Put options by funds: $377M

2.9% more ownership

Funds ownership: 76.61%79.51% (+2.9%)

4% more repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 608

4% more capital invested

Capital invested by funds: $38.9B → $40.3B (+$1.45B)

1% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 110

1% less funds holding

Funds holding: 1,5881,567 (-21)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

Holders
1,567
Holders Change
-21
Holders Change %
-1.32%
% of All Funds
24.87%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
109
Increased
631
Reduced
608
Closed
110
Calls
$416M
Puts
$377M
Net Calls
+$38.9M
Net Calls Change
+$82.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
551
Lynch & Associates
Indiana
$1.9M +$141K +3,857 +7%
PA
552
Pinnacle Associates
New York
$1.89M -$4.59K -126 -0.2%
AFIA
553
America First Investment Advisors
Nebraska
$1.88M +$75.8K +2,080 +4%
KRSITF
554
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.88M +$246K +6,764 +14%
BRWA
555
B. Riley Wealth Advisors
Florida
$1.88M +$748K +20,524 +58%
AI
556
Accredited Investors
Minnesota
$1.87M -$434K -11,908 -17%
KIG
557
Kowal Investment Group
Wisconsin
$1.87M +$1.06M +28,996 +105%
GT
558
Greenleaf Trust
Michigan
$1.87M +$437K +12,002 +27%
KS
559
Karpas Strategies
Connecticut
$1.86M +$1.53K +42 +0.1%
JFGIW
560
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.86M +$213K +5,849 +12%
CB
561
Community Bank
New York
$1.85M -$15.5K -425 -0.8%
BAMF
562
BI Asset Management Fondsmaeglerselskab
Denmark
$1.85M +$125K +3,444 +7%
CFD
563
Creative Financial Designs
Indiana
$1.85M +$6.92K +190 +0.3%
Capstone Investment Advisors
564
Capstone Investment Advisors
New York
$1.84M +$273K +7,486 +16%
PRC
565
Pearl River Capital
Michigan
$1.83M +$2.01M +55,293 New
NB
566
Norinchukin Bank
Japan
$1.82M -$894K -24,546 -31%
APG Asset Management
567
APG Asset Management
Netherlands
$1.81M -$83.8K -2,300 -4%
TCA
568
Trifecta Capital Advisors
Illinois
$1.8M -$121K -3,331 -6%
ASN
569
Advisory Services Network
Georgia
$1.79M -$356K -9,766 -15%
CAM
570
Cubic Asset Management
Massachusetts
$1.78M -$49.5K -1,360 -2%
GS
571
GTS Securities
New York
$1.78M -$5.95M -163,444 -75%
SIG
572
Sky Investment Group
Connecticut
$1.77M -$95.1K -2,610 -5%
NSEDCP
573
NJ State Employees Deferred Compensation Plan
New Jersey
$1.77M
CCM
574
Coldstream Capital Management
Washington
$1.75M +$88.3K +2,424 +5%
LDB
575
Lee, Danner & Bass
Tennessee
$1.75M -$48.3K -1,325 -2%

USB Hedge Fund Activity: Q3 2023 in Review

1,567 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2023, worth a combined $40.3B — up 3.7% from $38.9B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of USB and 109 opened new positions — a net loss of 1 holder — while 608 trimmed existing stakes and 631 added.

The largest buyer was MUFG Bank, adding an estimated $874M. The largest seller was Wells Fargo, cutting an estimated $575M.

  • 1,567 institutional investors held US Bancorp (USB) as of Q3 2023, down from 1,588 in Q2 2023.
  • Funds reported $40.3B of US Bancorp stock for Q3 2023, up 3.7% quarter-over-quarter.
  • 109 funds opened new US Bancorp positions in Q3 2023 and 110 closed out, a net change of -1 holder.
  • The largest US Bancorp buyer in Q3 2023 was MUFG Bank, an estimated $874M added.
  • The largest US Bancorp seller in Q3 2023 was Wells Fargo, an estimated $575M sold.

Based on aggregated 13F filings for Q3 2023.